Leonard Advisory Group LLC
Firm details
- Headquarters
- Saint Joseph, Michigan
- CRD number
- 321165
- Registered since
- September 16, 2026
- Custodians
- ASSETMARK TRUST CO., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI52.59%
- Individuals47.41%
- Services
- Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers
Firm profile
FINTRXOverview
Leonard Advisory Group LLC is an independent, individual-owned registered investment adviser that provides planning and portfolio services to individuals and families. The firm offers financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. It bills through a mix of percentage-of-AUM fees, hourly rates and fixed fees, and describes itself as a capital allocator — directing client capital into third-party managers where appropriate. Leonard Advisory Group reports it is not an active ESG investor and maintains an industry affiliation with an insurance company. The firm lists SEC registration in 2026.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Exchange Traded Equities52%
- Public Funds/Mutual Funds42%
- Cash & Cash Equivalents6%
Owners & executives
1 of 1Yana Leonard
Chief Risk OfficerCRD 6097699
Contacts
3 of 3
Peter Belcastro
Financial AdvisorCRD 5287964
Joshua Leonard
President and Financial AdvisorCRD 5947619
Angela Ferrante
OwnerCRD 1740108
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Saint Joseph, MI
Berrien
Location
Saint Joseph, MI
Headquartered in Saint Joseph, MI, anchoring the South Bend-Elkhart-Mishawaka, IN-MI metro in the Midwest.
- Metro area
- South Bend-Elkhart-Mishawaka, IN-MI
- Region
- Midwest
- County
- Berrien
- Address
- 720 State St
- Time zone
- ET (UTC-5)
- Office locations
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